Funding Priorities

Regions where Fidelity International
has a presence

The Fidelity UK Foundation was established in 1988 to strengthen not-for-profit organisations primarily in regions surrounding Fidelity International's major corporate locations. The Foundation currently directs the majority of its grants to locations in which Fidelity International has an office such as: Kent, Surrey, London as well as its office locations overseas.

Sectors that meet our investment focus

Although we do not set quotas, our charitable investments are primarily allocated to the following sectors:

Arts and culture
Community development
Education
Health

Types of Projects

Because our goal is to help strengthen charitable organisations, we seek to support the types of projects that such organisations undertake to achieve their goals and reach long-term self-sufficiency. We have found that our resources can be most productive with charitable organisations taking significant measures to reach greater levels of proficiency. Most often, this entails major projects such as:

capital improvements
technology upgrades
organisational development
planning initiatives

Assessment of the Organisation

Beyond our basic guidelines, we review an organisation to determine whether our collaboration and investment can add value. Among the factors we consider are:

the organisation’s financial health
the strength of its management team and board
evidence of an overall strategic plan

We also look at the size and scope of an organisation, evaluating its position within the context of its market and the needs of the constituents it serves. This analysis helps us evaluate if a grant has the realistic potential to measurably improve a charitable organisation’s impact in its sector.

Potential for Success

Like an investor, we ultimately seek to understand the potential returns of a project: Will it work? What will it achieve? In evaluating its potential for success, we seek evidence of: